A complete list of active advisors currently associated with Trailwise Financial Partners, LLC

Warmer can help you find a great advisor at Trailwise Financial Partners, LLC or one who fits your needs even better.

The firm advises individuals (including high-net-worth clients), families, trusts, charities, business owners, and employer-sponsored retirement plans. It offers discretionary and non-discretionary investment management, financial planning, retirement-plan advisory, legacy position management, and consulting services, including business transition work for owners preparing for sale or succession. The firm typically implements strategic asset allocation using equities, ETFs, mutual funds, cash and, when appropriate, alternative and private investments, and it rebalances portfolios to align with client objectives. TrailWise uses a third‑party risk-profiling tool (Nitrogen) to help tailor portfolios, conducts periodic reviews, and provides both one‑time financial plans and ongoing managed accounts while permitting client-imposed investment restrictions. Noteworthy for a firm of its size, TrailWise offers a dedicated business-transition consulting offering that delivers a formal business overview and ongoing advisory services (valuation, exit planning, due diligence preparation, 90‑day sprints, and related operational planning). The firm’s ownership also operates and commercializes NovaTrak financial‑planning software (a disclosed source of outside compensation and a stated time commitment), and it recently transitioned to SEC registration after surpassing $100 million in assets under management, signaling an expanded regulatory status and capacity to recommend private and ESG‑oriented investments.

To learn more about the advisors currently working at Trailwise Financial Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.